This section defines the possible Rate Request statuses.
|
Rate Request Status
|
Description
|
What does it mean/what to do
|
| Not Submitted |
The rate request has been created but not submitted. |
The client does not see a request until you submit it. Click Submit from the Rates Request page to submit a request. |
| Pending Client Retrieval |
The rate request has been submitted, but the client has not viewed it. |
Client should normally receive your rate requests shortly. If this status lasts more than a few hours, contact Mitratech Support |
| Pending Client Approval |
The client has received the request that you submitted, and is reviewing. |
You can view the status change of your rate request later, or contact your client to check on the progress of the approval process. |
| Approved |
The client has approved the overall rate request. |
There may be adjusted rates or rejected rates. Review the rate request details for more information. |
| Rejected |
The client has rejected the overall rate request. |
You can click on the Rate Request to view the details (such as rejection reason). Create a new rate request to submit new rates. |
| Canceled (Pending Client Synchronization) |
Cancellation is pending until the client's system syncs with Collaborati. |
You can view the status change of your rate request later. |
| Canceled |
The cancellation status has synced with the client's system. |
The rate request can be reviewed or deleted or submitted. |
| Error |
An error can occur after the client approves the request if something in the request conflicts with the client's system. |
After an error occurs, the client can update the system and approve the request again, or you can cancel the request. |
Note: Clients are able to approve or reject a rate requests in its entirety (i.e. a collection of submitted rate codes), or per code/line item. If rejected, the rate request is sent back to Collaborati for revision.
